Economic Update: 2018 Year in Review

by Blake Whiteley Last updated on January 08, 2019

Looking back over the past year, markets had a strong start, hit record highs, and were ultimately bookended by a historically weak December,  closing the year in the red. Themes such as the central bank interest rate tightening, tariff wars, global growth concerns, and even a twitter account certainly contributed to the volatility and the sell-off we experienced in equities during 2018.

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Economic Update November 2018: All Eyes on US - China Trade Spat

by Blake Whiteley Last updated on December 06, 2018

As on trend for 2018, geopolitical events dominated market movement throughout November. The Democrats took control of the House and the Republicans gained on their majority in the Senate. As a result, it is unlikely that Republicans will be able to extend their fiscal stimulus as a method to further grow the economy.

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Economic Update October 2018: Red October

by Blake Whiteley Last updated on November 08, 2018

After three quarters of mostly slow and steady growth, October saw a correction in global financial markets with volatility doubling from its September levels. The S&P 500 fell by 6.8%, emerging markets were down 5.7% in CAD terms, while Canada was the biggest loser down 7.4%. Despite the risk averse sentiment, fixed income markets were also down by month end due to rising interest rates.

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Economic Update September 2018: New North American Trade Deal Reached

by Blake Whiteley Last updated on October 09, 2018

In this month’s market update we discuss September’s global economic and market highlights, which includes an update on financial markets, the global trade situation, the developing narrative in emerging markets, and a particularly interesting 10-year anniversary of note.

Throughout September, we saw developed markets end the month on a positive note. Specifically, the Dow and S&P 500 set new highs,  the Nikkei closed at its highest level since February, and  global developed markets, including  Canada closed even higher. On the other hand, emerging markets posted a negative month due to ongoing trade and credit concerns, as did the bond market with central banks continuing to raise interest rates.

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Economic Update August 2018: Some Progress on Trade

by Blake Whiteley Last updated on September 13, 2018

This month we’re discussing what drove markets throughout August, including signs of strength in the US market, slow-progressing trade negotiations, and news out of emerging market economies.  

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Economic Update July 2018: Tax Breaks and Trade Uncertainty

by Blake Whiteley Last updated on August 07, 2018

US economic reports released in July showed increasing strength, breaking past the 2% real growth rate which has been somewhat of a norm since 2009. Real growth is up 2.8% in the past year, while real GDP growth in the second quarter alone grew at 4.1% annual rate which is its fastest pace since 2014. Wages and salaries are growing at its fastest pace in nearly a decade and, as a result, consumption numbers are also solid. The strong economic data can be attributed to tax cuts and increased government spending. 

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Economic Update June 2018: One-Step Back for Global Trade

by Blake Whiteley Last updated on July 05, 2018

The story of June 2018 in the markets has been dominated by headlines surrounding global trade tensions. Other themes persist throughout the market such as rising interest rates, geopolitical uncertainty, and volatility in the financial markets.

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Economic Update May 2018: Can the Upcoming World Cup Calm Markets?

by Blake Whiteley Last updated on June 08, 2018

In May we saw geopolitical risks continue to loom large and add to the volatility in global equity markets. Specifically, in the Eurozone. Italy is having difficulties forming a government and the rise of populist anti-euro parties are gaining momentum. This is causing concerns that Italy may leave the Euro and is adding more uncertainty to European markets.

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Economic Update April 2018: Riding the Roller Coaster

by Josh Miszk Last updated on May 04, 2018

The rising interest rate environment – along with geopolitical shifting – is still sparking volatility in global equity markets, with the largest impact felt on bonds and emerging market securities. Looking forward, we can expect more of this volatility, driven by geopolitical inconsistency and rising yields, but we do expect the solid economic data to continue driving growth forward. The ups and downs can seem hard to stomach, but this trend is becoming a new normal. With positive fundamentals guiding us forward, it’s worth the ride.

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How to Use Market Fluctuations to Invest More Rationally

by Invisor Last updated on April 18, 2018

Photo by rawpixel.com on Unsplash

If you’re an investor, you know that the market is unpredictable. It can be great for months, only to suddenly drop before spiking back up once again. Over the past year, we’ve felt the shake of global events in our portfolios on several occasions, and understanding how these events affect our savings is important in keeping a clear head and persevering through the noise.

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